Weekend Reading: Create Your Own Robo-Advisor Edition

Robo-advisors have been around for a decade and, while its promise to disrupt the traditional financial services model has so far fallen flat, the concept of an automatically rebalanced, low-cost portfolio of index funds is still incredibly sound. The investing landscape continues to evolve and when Vanguard introduced its suite of asset allocation ETFs in…

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Weekend Reading: Your Numbers Tell A Story Edition

When I first create a financial plan for a client I tell them that this is my initial interpretation of their current situation and future goals mapped out over time. It’s a projection or road map based on their current trajectory. I’m looking for clues, patterns, red flags, and opportunities. The numbers are telling a…

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